How To Fix TE623 - No base portfolios found

SAP Error Message - Details

• Message type: E = Error

• Message class: TE - Market Risk Management

• Message number: 623

• Message text: No base portfolios found

What causes this issue?

No base portfolios found.

System Response

The system issues an error message and will not allow you to continue with this transaction until the error is resolved.

How to fix this error?

The base portfolios for valuation are determined by the view, portfolio
hierarchy and portfolio hierarchy nodes you select. The system was
unnable to select any base portfolios on the basis of your entries.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message TE623 - No base portfolios found ?

  The SAP error message TE623 "No base portfolios found" typically occurs in the context of SAP's Portfolio Management or Project System modules. This error indicates that the system is unable to find any base portfolios that meet the criteria specified in the transaction or report you are trying to execute.
  Causes:
  
  Missing Base Portfolios: The most common cause is that there are no base portfolios created in the system for the specific criteria you are using.
  Incorrect Selection Criteria: The selection criteria you are using may not match any existing base portfolios. This could be due to incorrect dates, project types, or other filters.
  Authorization Issues: Sometimes, the user may not have the necessary authorizations to view the base portfolios.
  Data Consistency Issues: There may be inconsistencies or issues in the underlying data that prevent the system from retrieving the base portfolios.
  
  Solutions:
  
  
  Check for Existing Base Portfolios:
  
  Navigate to the relevant transaction (e.g., transaction code CJ20N for Project Management) and check if any base portfolios exist.
  Use the appropriate reports or transactions to list existing portfolios.
  
  
  
  Review Selection Criteria:
  
  Ensure that the selection criteria you are using are correct and that they match the existing base portfolios.
  Adjust the filters to broaden the search if necessary.
  
  
  
  Create Base Portfolios:
  
  If no base portfolios exist, you may need to create them. This can typically be done through the relevant transaction for portfolio management.
  
  
  
  Check Authorizations:
  
  Verify that you have the necessary authorizations to access the base portfolios. Consult with your SAP security team if needed.
  
  
  
  Data Consistency Check:
  
  If you suspect data issues, you may need to run consistency checks or consult with your SAP Basis or technical team to investigate further.
  
  
  
  Related Information:
  
  Transaction Codes: Familiarize yourself with relevant transaction codes such as CJ20N (Project Builder), CJ30 (Project Planning), or CJI3 (Project Actual Line Items) to navigate through the system.
  SAP Notes: Check SAP Notes for any known issues or patches related to this error message. You can search the SAP Support Portal for specific notes that may address this issue.
  Documentation: Review SAP documentation related to Portfolio Management and Project System for best practices on managing base portfolios.
  
  If the issue persists after trying the above solutions, it may be beneficial to consult with your SAP support team or reach out to SAP support for further assistance.